Pre-Membership Lending

Screen ID:  Screen Title:  Panel ID:

UNONWN-01 Pre-Membership Lending 6922

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Access this screen after entering an SSN or TIN on the entry pre-member lending screen and pressing Enter.

Screen Overview

Enter basic information about the non-member system including name, address, phone number, birthdate, etc., before proceeding to the loan request screen. (NOTE: If configured in workflow controls, you will first run this non-member through Blocked Persons and OFAC scans.)

Related Resources

Learn how to complete tasks related to opening a new loan.

Pre-Membership Lending Overview

View more lending videos.

Creating a Loan Request for a Non-Member